AdvisorOS Directory
Claim Profile
Unclaimed Profile
LW

Lucas Robert Warford

PARSIFAL CAPITAL MANAGEMENT, LP·GREENWICH, Connecticut
Clean recordPARSIFAL CAPITAL MANAGEMENT, LP
ONE FAWCETT PLACE, GREENWICH, CT 06830CRD# 4422301Firm CRD# 299858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lucas Robert Warford · GREENWICH, CT
Registration
CRD #4422301 · PARSIFAL CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lucas Robert Warford is a registered financial advisor based in GREENWICH, Connecticut, affiliated with PARSIFAL CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Lucas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lucas is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PARSIFAL CAPITAL MANAGEMENT, LP
PARSIFAL CAPITAL MANAGEMENT, LP
AUM
$2.2B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PARSIFAL CAPITAL MANAGEMENT, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4422301
Firm CRD# 299858
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Browse GREENWICH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lucas Robert Warford offer?
Lucas Robert Warford specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Lucas Robert Warford's credentials?
Lucas Robert Warford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucas Robert Warford located?
Lucas Robert Warford is based in GREENWICH, Connecticut, working with PARSIFAL CAPITAL MANAGEMENT, LP. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Lucas Robert Warford charge for services?
Lucas Robert Warford's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARSIFAL CAPITAL MANAGEMENT, LP?
PARSIFAL CAPITAL MANAGEMENT, LP has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PARSIFAL CAPITAL MANAGEMENT, LP

David Shakir Zorub
GREENWICH, CT

More Advisors in GREENWICH, Connecticut

Alexander Charles Frank
FIFTH STREET MANAGEMENT LLC·GREENWICH, CT
Ivelin Mitkov Dimitrov
FIFTH STREET MANAGEMENT LLC·GREENWICH, CT
Patrick Francis Conroy
T2 ADVISERS, LLC·GREENWICH, CT
Steven Matthew Noreika
FIFTH STREET MANAGEMENT LLC·GREENWICH, CT
Charles Morgan Royce
OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, CT
Hank John Spring
KARPREILLY, LLC·GREENWICH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)FARMINGTON (67)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile